Estate Planning & Wealth Preservation

Our Estate Planning Services

There are several benefits to working with an estate planning lawyer in Florida. Did you know that, without a solid estate plan in place, Florida law will determine who inherits your assets? Trust your estate planning needs to an experienced attorney to ensure your hard-earned assets are distributed the way you intend. Additionally, an estate planning lawyer can help you settle the affairs of a deceased person if they did not have an effective estate plan in place.

We look forward to helping you

What Does an Estate Planner Do?

When you work with an attorney from Garcia Law, PL, for your estate planning needs, you will benefit from their knowledge, insight, and experience. Estate planning lawyers assist their clients with a number of estate planning needs, both for themselves and for others who may have passed away without an adequate estate plan set up.

An estate planning attorney can help you with the many estate planning documents that need to be completed to get your affairs in order. These include last wills and testaments, trusts, power of attorney, health care directives, and more.

Among the many services an estate planner can assist with are:

  • Minimizing the tax implications of transferring a person’s property under state and federal gift and estate tax laws
  • Accurately drafting and documenting provisions for taking care of the decedent’s loved ones.
  • Drafting a will (there are four primary types of wills in Florida: Last Will and Testament, Pour-Over Will, Complex Will, and Testamentary Will)

Estate Planning Services on the Treasure Coast

No matter what kind of estate planning services in Port Saint Lucie you are looking for, Garcia Law, PL, is here to help. 

Further, we are experienced in all areas of estate planning so we can help you navigate these particularly complex legal matters.

Estate Planning in Port Saint Lucie

Unfortunately, estate planning is something many people don’t think of until it’s too late. The truth is, it’s never too late to start planning your estate. The peace of mind this can give you and your family is valuable beyond measure. 

With the help of professional estate planners, you can enjoy your life knowing your affairs are in order and your assets will be inherited appropriately
and according to your wishes.

When someone dies without a will in Florida, the court will often open what is known as a probate case. In many cases, a probate may still be necessary if the person does die with a will in place. These cases are created to determine how the deceased person’s assets will be divided. 

If there is no contest from family members or loved ones, there may not be a need for family members to go to court. However, when these assets are being fought over by multiple parties, these cases move into what is known as probate litigation. Then, an estate planning lawyer can go to court on your behalf to ensure the assets are divided fairly.

There are different types of wills in Florida, including a Last Will and Testament, Pour-Over Will, Complex Will, and Testamentary Will. The right will for you will depend on your goals with the document, your current circumstances, and the assets you plan to distribute.

Some wills have more complex provisions than others, and these are difficult documents to create (particularly without error) on your own. An estate planning lawyer will help ensure these documents are filled out properly to ensure your assets go where you want them to in the event of your death or incapacitation.

Power of Attorney or POA involves transferring one person’s authority to another person so they can make decisions on that person’s behalf. This broad power can apply to finances, real estate, and more, depending on what they include.

There are several different types of power of attorney in Florida, and an estate planning lawyer can help you draft the proper documents and navigate this process.

A living trust establishes financial structures that meet your needs and create a long-term property management plan while you are still alive and once you pass away. Unlike wills that do not take effect until a person dies, living trusts go into effect once they are created.

Then, in the event you pass away or are incapacitated, these trusts can also help your beneficiaries avoid probate, ensure your financial privacy and manage your assets.

Experienced Lawyers in Estate Planning

Estate Planning Law

Call us today to discuss your estate planning needs and find out how we can help.

Experienced Team
Personal Lawyer
Flexible Appointments

(772) 871-6441


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Contact & Location​

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1922 SE Port Saint Lucie Blvd., Port Saint Lucie, FL 34952

(772) 871-6441

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